In 2023, renewables are grappling with rising costs and higher interest rates. The perception of nuclear power in the energy transition is shifting. Is this a long-term change? Natural gas remains a bridge fuel, but can shale production meet growing U.S. export demands?
Adam Rozencwajg, Managing Partner of Goehring and Rozencwajg, sat down with Paul Chapman, the host of the HC Insider Podcast (a podcast dedicated to the commodities sector) to discuss energy sector shifts in 2023 and what might lie ahead in 2024.
Released on November 1, 2023.
Want to learn more from Goehring & Rozencwajg? We invite you to download or revisit our entire Q2 2023 investor research letter, available below.
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